Month: September 2015
How Aging and Memory Loss Affect Finances
While not all aging Americans experience cognitive decline, it nevertheless is becoming more prevalent among the elderly. Currently, an estimated 5.1 million…
Protect an Elderly Relative’s Identity During Life and After
Throughout one’s lifetime, an individual takes great care to ensure credit card, financial, and other personal information remains private. While identity theft…
3 Mistakes Parents Make in Estate Plans
Family structures have evolved beyond the nuclear family unit over the past few decades. With notable rates of divorce and re-marriage, more…
‘Living Probate’ Now Possible in NC
Probate is often a time-consuming process that could require several months, or even years, to complete. Probate proceedings could be further lengthened…
3 Questions to Ask if You Own Real Property With Joint Title in NC
There are several ways to hold joint title to real property in North Carolina. The manner of ownership will affect how the…
Changes to North Carolina Trust Code Affect Estate Planning
In August 2015, the Act to Amend the Law Governing Estate Planning and Fiduciaries (Senate Bill 336) was enacted to modify North Carolina’s Uniform…
North Carolina Special Needs Planning Update: Pending Autism Bill
Individuals in North Carolina with estate plans that include special needs planning might need to revise them soon. North Carolina Senate Bill 676,…
Assets Not Distributed According to One’s Will
will provisionsKeeping one’s last will and testament and other estate planning documents up-to-date is a critical part of maintaining one’s estate plan….
